Retirement Planning

Most people already have a Government, Occupational, and maybe Personal pensions. However over 90% of people we meet have no idea how much they are worth, how they are performing, or what they will be worth in the future.

The problem for most is that retirement is something in the distant future, and there are more important things to take care of immediately. Unfortunately if not properly prepared, they can end up with a lot less retirement income than they expected, or have to work longer, with very little time to make up any shortfall.

Our job is to help you understand what you have, how to optimise it in terms of tax and growth, and get an awareness of when you want to retire, where, and with how much. If you have a shortfall we can show you how to get back on track, and even if you’re on target we can show you how to retire – or have the option to – earlier.